About Me

As Paraplanner at Shore Wealth, I support advisers by conducting technical research and analysis, preparing suitability reports, building and maintaining cash-flow models, drafting and quality-assuring advice documentation, and liaising with providers—ensuring our advice is robust, compliant with FCA requirements, and delivered efficiently. I have extensive paraplanning experience gained at leading firms including Hoxton, Tilney, St. James’s Place (SJP), and Cornhill.